Raleigh, NC 3600 Glenwood Ave Office

Adam Whitesell is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 credential and has been with Ameriprise and its affiliated firms since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, tax-aware withdrawals, and Social Security claiming strategies.

Sean Sabol is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for The Vanguard Group for nine years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a centralized team that produces recommendation reports addressing income sources, tax-aware withdrawals, and Social Security options.

Tammy King is a financial advisor at Ameriprise with 18 years of industry experience and holds a Series 66 designation. She has been with Ameriprise and its affiliates since 2009. Outside of her advisory role, she volunteers with the Triangle Church of Christ. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, utilizing research and modeling techniques to deliver tailored income and tax strategies.

Scott Tippins is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Tippins serves on the Board of Directors for the East Carolina University Foundation and is a past president of the Raleigh Downtown Lions Club. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice through a centralized consulting team, with a product emphasis on affiliated funds and a structured approach to asset management.

Cynthia Shedrick is a financial advisor with Ameriprise in Apex, NC, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she works as an independent contractor for Amazon Flex, providing package delivery services. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, generally requiring at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Benjamin Graff is a financial advisor at Ameriprise in Cary, NC, holding a Series 66 designation with 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a structured approach delivered by a centralized consulting team, with a focus on assets held in Ameriprise Managed Accounts.

John Johnson Jr. is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise since 2010. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to provide personalized, written Recommendation Reports delivered by a centralized consulting team, supporting clients primarily through Ameriprise-managed accounts.

Cecilia Echols is a financial advisor with Ameriprise in Knightdale, NC, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Bank for six years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written Recommendation Reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Nicholas Cerullo is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he serves on the Board of Directors for the Capital Area Soccer League, also known as NCFC Youth, based in Raleigh, NC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

David Nichols is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendation reports through a centralized consulting team.

Russell Emrath is a financial advisor with Ameriprise in Apex, NC, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated firms since 2008. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, algorithm-assisted recommendations through a centralized consulting team.

Carla Sachs is a financial advisor with Ameriprise in Raleigh, NC, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. Her career includes roles at Securities America, Inc. and Ameriprise Financial Services, Inc. prior to her current position. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that offers retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Benjamin Grossfuss is a financial advisor with Ameriprise in Raleigh, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at Syneos Health and FIS Global. Grossfuss also has a background in academia from Lynchburg College. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Andrew Gosselin is a Planning Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Registered Client Service Associate at Ameriprise Financial Services from 2022 to 2023 and served as a Paraplanner at Cornerstone Wealth Management between 2019 and 2022. He holds a California Insurance License. Andrew focuses on assisting clients by providing education on financial planning topics and facilitating robust planning conversations. Utilizing Fidelity's planning tools, he supports clients in making informed financial decisions aligned with their goals. Outside of his professional work, Andrew enjoys engaging in family activities, football, and embraces parenthood.

Sarah Brandl is a financial advisor at Ameriprise in Raleigh, NC, holding a Series 66 designation with 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team, alongside a broad range of advisory, brokerage, and insurance solutions.